Unclaimed
Hiroko Okunaga is an investment advisor representative for PFS Investments Inc. She is a registered investment advisor in California and has been in the industry since 2000. Hiroko has a strong focus on portfolio management for individuals and is committed to providing clients with personalized financial advice. She also provides financial planning, and other services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
CA
11/03/2014 - Present
PFS Investments Inc. (TORRANCE CA)
IA
Issued 10/07/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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